The first step to opening an account is selecting a goal. It's that simple!


Then, we'll ask you some questions. Most of them are necessary to create your recommended portfolio. Other questions get a bit more serious, and we're required to ask them in order to verify your identity and for tax purposes. If you are worried about security, you should know that we always keep all your data safe using bank-level encryption.


Lastly, you'll need to connect a bank account to deposit funds into your new Finhabits account. Once the account starts receiving funds, we'll take it from there. Oh, and we rebalance and reinvest your dividends automatically, so you can just sit back and relax.

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Or call us at 1-800-492-1175 to speak to a team member.